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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,154 | $81,331-64.2% | $155,534-81.3% | $80,935-64.0% |
| Participation rate | 53.6% | 66.3%-12.7pp | 78.2%-24.6pp | 67.7%-14.1pp |
| Annual return | 30.75% | 33.37%-2.6pp | 64.92%-34.2pp | 35.66%-4.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,115 | $3,454-9.8% | $5,630-44.7% | $4,299-27.6% |
| Admin fee / account holder | $16,475 | $7,999+106.0% | $15,900+3.6% | $6,924+137.9% |